Institutional Ownership Equus Total Return, Inc. (EQS)
This table provides information about the institutional ownership of Equus Total Return, Inc. (EQS). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 136,562 shares, which have been reported (via 13F filing form) to have a value of $161,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
60,000
shares
|
$70,800
0.01% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
35,665
shares
|
$42,084
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,999
shares
|
$27,138
0.0% of portfolio
|
Q3 2022
Added 58.62%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,102
shares
|
$10,740
0.0% of portfolio
|
Q3 2023
Reduced 6.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,800
shares
|
$3,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,497
shares
|
$2,946
0.0% of portfolio
|
Q2 2024
Added 402.41%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
1,822
shares
|
$2,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$1,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
676
shares
|
$797
0.0% of portfolio
|
Q3 2024
Reduced 67.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|